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Amazon.com (AMZN) Says Its Chip Business Is A Multi Billion Dollar Operation

Amazon.com (NasdaqGS:AMZN) is accelerating its proprietary data center chip efforts, with CEO commentary highlighting a fast-growing, multi-billion-dollar semiconductor operation. The company is positioning its in-house AI and data center chips as a key part of Amazon Web Services, with potential implications for long-term margins and supply chain control. Amazon’s chip push is emerging as a direct competitive challenge to Nvidia in AI infrastructure as hyperscalers expand their own...

Simply Wall St.
FedEx, Stock Of The Day, Eyes Buy Point — And A High-Margin Pivot

FedEx is IBD Stock Of The Day after streamlining its parcel delivery and logistics businesses. Intraday, FDX stock eased near a buy point. In 2026, the Memphis-based company has shifted away from consumer parcel delivery to target higher-margin, business-to-business segments.

Investor's Business Daily
Moderna, Nvidia, Apple, Dick’s, Robinhood, AMD, and More Stocks That Explain Today’s Market

Stocks were modestly higher Tuesday as Wall Street traded cautiously ahead of Nvidia earnings on Wednesday. Moderna gained 14% to $157.92 and was the best-performing stock in the Wolfe Research upgraded the stock to Peer Perform from Underperform without a price target. Shares surged nearly 180% to $174.38 on Aug. 19, after a late-stage trial showed a treatment combining Moderna and Merck’s experimental vaccine, intismeran autogene, and Merck Keytruda was more effective at preventing skin cancer recurrence than Keytruda alone.

Barrons.com
The real question investors should be asking ahead of Nvidia earnings

D.A. Davidson Head of Technology Research Gil Luria talks with Yahoo Finance Senior Reporter Brooke DiPalma about how traders should approach Nvidia (NVDA) ahead of its latest earnings report after enduring its longest losing streak since 2022.

Yahoo Finance Video
Instagram head Adam Mosseri to testify at Meta child social media addiction trial

Instagram's chief executive, Adam Mosseri, is expected to take the witness stand on Tuesday in a trial ‌over whether Meta Platforms designed Instagram and Facebook to addict children without proper regard ‌for their safety. Mosseri is a central witness in the lawsuit by 29 U.S. states, in what experts call the biggest legal ​test yet of social media's effects on young users. Four of the states — California, Colorado, Kentucky and New Jersey — have accused Meta of designing the platforms to hook young users, fueling anxiety, depression and even suicide, while misleading consumers about their safety.

Reuters
The Price of Progress for Google Stock

If you hold Alphabet (GOOGL) stock, the recent top-line numbers look spectacular. In the second quarter of 2026, the company delivered 24% overall revenue growth, propelled by an 82% surge in its Google Cloud segment. This is the AI-fueled future investors have been waiting for. But beneath the surface of that growth, a fundamental shift is underway in the company’s financial DNA, and it represents the most significant risk to the stock today.

Trefis
What Is Meta (META) Really Building With Its $50 Billion AI Push?

Meta Platforms (NasdaqGS:META) is moving ahead with Hyperion, a planned US$50b data center project in the US, as part of its long term AI build out. The Hyperion facility is intended to be one of the largest data centers in the country, focused on supporting Meta's AI workloads and operational flexibility. Meta has recruited AI researcher Luke Metz to its Superintelligence Labs unit, adding senior talent to its advanced AI research efforts. Meta is far from the only company investing...

Simply Wall St.
Elon Musk says SpaceX's Nvidia-powered orbital data center could be ready next year

SpaceX (SPCX) launched 29 Starlink satellites this week. CEO Elon Musk also noted that the company's first Nvidia-powered (NVDA) orbital data center could launch in the fourth quarter of 2027. Yahoo Finance Breaking Business News Reporter Jake Conley chats with Yahoo Finance Senior Autos Reporter Pras Subramanian and Business Insider executive editor and anchor Dan DeFrancesco about what's next for the company.

Yahoo Finance Video